Employees' Retirement Plan Of John Wiley & Sons,Inc. — Form 5500 plan (John Wiley & Sons,Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Employees' Retirement Plan Of John Wiley & Sons,Inc. is a benefit plan reported by John Wiley & Sons,Inc. under EIN 13-5593032 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,769 participants and $173,569,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Wiley & Sons,Inc.
EIN
13-5593032
Plan number
001
Plan type
2
Location
Hoboken, NJ
Latest filing year
2023
Participants
2,769
End-of-year plan assets
$173,569,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,769H, C20250210092320NAL0030124480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,569,245
Total liabilities (EOY)
$19,513
Net assets (EOY)
$173,549,732
Net assets (BOY)
$186,588,394

Income & contributions

Total contributions
$0
Total income / additions
$2,005,508

Expenses & distributions

Benefits paid
$12,330,954
Administrative expenses
$2,713,216
Total expenses
$15,044,170
Net increase / (decrease)
-$13,038,662

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investments Trust CompanyNONE$445,403not reported in the loaded dataset2023
Buck Global, LLCNONE$189,913not reported in the loaded dataset2023
Blackrock Institutional Trust Co,NaNONE$6,689$02023

Related Form 5500 pages